Salesforce

Many of us in the marketing profession have been watching #saleforce.com and many others try to rationalize the use of all the different tools at our disposal to reach our markets better, while at the same time, gain more insights into what is trending, where and with whom so we can make better decisions. Not […]

On December 19th I published the results of a poll we conducted with our expert Salesforce consultants about the apps we like to use when implementing a solution for a customer. While it was a very close race, Informatica, DocuSign, Conga, DemandTools and FormsAssembly bubbled to the top. The next “favs” reported by our team […]

I found the following local egov infographic from Civic Plus somewhat relevant to understanding how to build and gain adoption of a customer or partner #Community in the private sector with a few important differences: With today’s technology from #salesforce.com, you can go from “emerging” to the “fully engaged” state in a matter of a […]

The official announcement about Salesforce connecting to files stored in Microsoft’s SharePoint Online was made official this morning. Rich Wood, Director at Perficient,  put together a synopsis of what this romance means for each of the involved partners: This is two giants connecting like to like– the dominant platforms for CRM and file-sharing, respectively– and […]

I recently polled our expert consultants to find out which apps on the Salesforce AppExchange they use to facilitate customer implementations. To my surprise, a definitive pattern of favorite apps emerged. So, I thought I would share them with you. What follows is the first group of five. I’ll post some more favorites apps in […]

For those that weren’t lucky enough to attend this year’s Dreamforce conference – check out this great session we co-presented with our client, Constant Contact, on their implementation of Community Cloud. The video clocks in at about 35 minutes but with best practices on migrating from portals, screenshots of a real community, and some great lessons […]

This year’s Dreamforce was filled with a ton of sessions, interesting demonstrations and exciting announcements.  But, for me, there was one speaker who was particularly interesting and that was Hall of Fame former 49er quarterback, Joe Montana.  Maybe he was so interesting to me because I grew up in a family of San Francisco natives […]

Why community cloud? Communities are proliferating at a high rate. Yelp originates 200,000 calls to businesses. 78M bike rides are shared via Strava. 94% of recruiters use LinkedIn to vet new candidates. But most businesses are not connected today. We have Portals disconnected from the public website or social networks. Salesforce’s Community Cloud offers a […]

Salesforce shared their roadmap for the Salesforce1 Mobile platform.  Here are the themes for upcoming releases, especially for Winter 2014. For Users: Find and update customer data finder – new customer lists, self-curated lists, more information on the list itself so you don’t have to go to the details view as often.  All of the […]

Mark Polly, director of Perficient’s Portals & Social Business Practice, recently wrote a blog post focusing on how a company created successful partner communities using Salesforce’s Community Cloud. Zero Motorcycles needed a way to consolidate multiple partner-facing systems into a simplified user interface, track sales and monitor participation programs and automate workflows. As we’ve seen […]

In the Marketing Cloud Keynote at Dreamforce, the team showed off the capabilities of the Marketing cloud. Marketing Cloud has 5 pillar applications that allow marketers to connect 1:1 with customers: Journeys Journey Builder is the flagship component that you use to create customer journeys Marketing Cloud announced Journey Builder for Apps.  This new feature can […]

Many hospitals and doctors and patients are looking for better ways to connect with each other.  Based on my work with payers, they often want to engage more with their members so they can make good healthcare choice.  Patients often want to have a sense of community, especially those dealing with chronic conditions and diseases. […]